Referrals & New Clients

We Appreciate Referrals

We are always grateful when our clients recommend our services to friends, family members, or partners. Your trust means a lot.

Direct Communication

To protect each client’s privacy and comply with IRS regulations, we’ll need to communicate directly with every new client before preparing or filing a return.

Sending Documents for Someone Else

When referring someone new, please do not send their tax documents or sensitive personal information through your own phone, email, or message thread.

Personal tax information should be submitted directly by the client so that we can properly verify identity and ensure their information is handled securely.

Existing Clients

Existing clients may authorize someone to send documents on their behalf. The above requirement applies specifically to new clients.

Getting Started

If you are a new client, please contact us directly to get started. We will guide you through the next steps and provide secure options for submitting your documents.